Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
1,241
-160
-11% -$60.4K 0.01% 585
2025
Q1
$445K Buy
1,401
+147
+12% +$46.7K 0.01% 593
2024
Q4
$469K Sell
1,254
-262
-17% -$98.1K 0.01% 581
2024
Q3
$534K Buy
1,516
+18
+1% +$6.34K 0.01% 558
2024
Q2
$528K Buy
1,498
+756
+102% +$267K 0.01% 586
2024
Q1
$270K Buy
+742
New +$270K ﹤0.01% 672